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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Wayne Dykes is an investment advisor representative at Advisor Share Wealth Management. Larry has been in the financial services industry since 1982 and has a strong track record of helping clients achieve their financial goals. Larry is a Chartered Financial Consultant and holds Series 6, 7, and 63 licenses. Larry's clients include high-net-worth individuals, corporations, and pension and profit-sharing plans. Larry's previous employers include INTERSECURITIES, INC., WALNUT STREET SECURITIES, INC., PHOENIX EQUITY PLANNING CORPORATION, CONNECTICUT MUTUAL FINANCIAL SERVICES, INC., and NEL EQUITY SERVICES CORPORATION.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Comprehensive asset management platform provider
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Investment platform fees
1
2
WA
07/25/2024 - Present
Advisor Share Wealth Management (VANCOUVER WA)
IN
01/24/1994 - 04/24/2008
INTERSECURITIES, INC. (INDIANAPOLIS IN)
CA
11/02/1988 - 05/06/1992
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
04/21/1986 - 02/20/1987
PHOENIX EQUITY PLANNING CORPORATION
NA
01/05/1982 - 04/07/1986
CONNECTICUT MUTUAL FINANCIAL SERVICES, INC.
NA
04/10/1984 - 12/23/1985
NEL EQUITY SERVICES CORPORATION
BC
Issued 01/27/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/1996
Series 7 - General Securities Representative Examination
BC
Issued 12/21/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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